HWA

HHM Wealth Advisors Portfolio holdings

AUM $841M
1-Year Est. Return 12.92%
This Quarter Est. Return
1 Year Est. Return
+12.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$735M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.16M
3
+$2.86M
4
MSFT icon
Microsoft
MSFT
+$2.27M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.27M

Top Sells

1
+$1.48M
2
+$998K
3
+$694K
4
RF icon
Regions Financial
RF
+$333K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299K

Sector Composition

1 Technology 6.13%
2 Consumer Discretionary 2.74%
3 Financials 2.63%
4 Industrials 2.25%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.66K ﹤0.01%
+11
777
$1.65K ﹤0.01%
+7
778
$1.58K ﹤0.01%
+7
779
$1.58K ﹤0.01%
+8
780
$1.57K ﹤0.01%
+109
781
$1.57K ﹤0.01%
+6
782
$1.55K ﹤0.01%
+21
783
$1.55K ﹤0.01%
+19
784
$1.52K ﹤0.01%
90
785
$1.52K ﹤0.01%
36
786
$1.52K ﹤0.01%
159
-100
787
$1.51K ﹤0.01%
+10
788
$1.51K ﹤0.01%
+9
789
$1.5K ﹤0.01%
20
790
$1.48K ﹤0.01%
+6
791
$1.48K ﹤0.01%
+13
792
$1.47K ﹤0.01%
+7
793
$1.45K ﹤0.01%
+18
794
$1.45K ﹤0.01%
200
795
$1.45K ﹤0.01%
+25
796
$1.44K ﹤0.01%
+17
797
$1.44K ﹤0.01%
+7
798
$1.43K ﹤0.01%
+17
799
$1.43K ﹤0.01%
+50
800
$1.43K ﹤0.01%
+4
30 31
32
33 34